Sales Operations Analyst, Renewals

| Chicago

The Group:

Morningstar’s Business Development and Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: advisors, asset management, institutional consultants, academics, pensions and hedge funds. 

 

The Role: 

As a Sales Operations Analyst, you will assist with increasing the effectiveness and efficiency of Morningstar’s award-winning Renewal team. The Renewal team is responsible for helping our Global Sales teams grow their book of business through technology innovation and operational efficiency. You will be responsible for obtaining a deep understanding of how our sales representatives currently go about their role, identify areas for improvement, and recommend and implement solutions to allow our sales team to optimize results. You will gain a deep understanding of the systems and processes that brings revenue to Morningstar. You will assist in reporting, general sales support and process improvement. This position is based in Chicago.

 

Responsibilities:

  • Participate in the Salesforce approval workflow in the submission to gatekeeper role.
  • Lead the processing of Advisor Workstation opportunities on the Salesforce platform.  
  • Provide expert guidance and troubleshoot errors and issues with sales representatives.
  • Collaborate on process improvement projects with global colleagues, using analytical tools such as Tableau and Salesforce dashboards and using Robotic Process Automation.
  • Monitor process improvement projects, assess effectiveness and communicate progress to stakeholders.

 

 

Requirements: 

  • Minimum of 1 year of data analysis experience, preferably in the financial services industry.
  • Demonstrated ability to work systematically and analytically using software, data, and metrics.
  • Proficient in Microsoft Excel and PowerPoint; experience with Globe and Salesforce.com preferred.
  • Excellent time management, organizational, customer service and analytical skills.
  • A bachelor's degree is required.

 

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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